Wells Family of Companies | Salesforce.com

Wells Family of Investment Companies

Financial Advisor Toolbox | Salesforce.com

Why Join Wells?  Financial Advisor Toolbox  Practice Management Wealth Management Trust Services and Succession Planning Transition Contact Us
 
Market Data and News Research Tools
Dow Jones Argus Albridge
Interactive Data Corporation Convergex Group Advent
Thomson Reuters Credit Suisse Equifax
  Market Edge MoneyGuidePro
  Morningstar Morningstar
  The Ranking Service NaviPlan
  Standard & Poor's Redtail
  Thomson Reuters Salesforce.com
    Wealth2k
    Black Diamond
Salesforce.com. This is a CRM solution to manage client data and enable you to collect and compile data from multiple independent systems into an integrated client-centric desktop. Salesforce CRM is accessible through NetX360 via a single sign on and allows you to share your Salesforce contacts and opportunities with NetX360. Salesforce CRM can provide you access to multi-user calendaring, document management, family householding, “Know Your Customer” information, reporting, workflow management and more. 
 
 
         

Valor Financial Securities LLC. Member FINRA & SIPC